Private Wealth Relationship Manager, Indonesia

Moomoo SG

Singapore

On-site

SGD 120,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Be part of leading digital brokerage
Competitive compensation
Insurance coverage for employees and &
Diverse work environment
Business casual attire

Job summary

Moomoo Financial Singapore Pte. Ltd. is seeking a Relationship Manager for the Indonesia Market to drive net-new client acquisition and deepen relationships with high-net-worth clients, while delivering tailored wealth solutions and ensuring compliance.

You will coordinate with internal teams to execute strategic initiatives and expand our wealth management footprint. The role emphasizes proactive client engagement, market insights, and cross-functional collaboration to achieve ambitious growth

Qualifications

  • Education in finance or related field required; CFA/FRM/CMFAS a plus.
  • Experience in dealing with high-net-worth individuals and family offices is preferred.
  • Strong communication, interpersonal and analytical skills are essential.

Responsibilities

  • Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets.
  • Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients.
  • Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs.
  • Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
  • Conduct market and client research to identify potential sales and growth opportunities.
  • Provide administrative support, including account openings, documentation, and compliance checks.
  • Participate in client meetings, events, and roadshows to generate leads and strengthen relationships.
  • Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey

Skills

New business development
Sales excellence
Client relationship management
Communication skills

Education

Bachelor's degree in finance or related field
CFA/FRM/CMFAS a plus

Tools

CRM systems
Microsoft Office

Job description

Moomoo Financial Singapore Pte. Ltd. is seeking a Relationship Manager for the Indonesia Market to drive net-new client acquisition and deepen relationships with high-net-worth clients, while delivering tailored wealth solutions and ensuring compliance.

You will coordinate with internal teams to execute strategic initiatives and expand our wealth management footprint. The role emphasizes proactive client engagement, market insights, and cross-functional collaboration to achieve ambitious growth

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